Wealth Management Associate

Compound(30 days ago)

OnsiteFull TimeJunior$40,217 - $54,900 (estimated)Operations

About this role

A Wealth Management Associate at Compound Planning provides client support and account management services within a financial advisory context. The role involves client communication, transaction processing, and collaboration with the advisory team to ensure a positive client experience.

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Required Skills

CRM
Customer Service
Financial Markets
Account Management
Communication
Problem Solving
Microsoft Office
Google Suite
Investment Products
Regulatory Compliance

About Compound

withcompound.com

Compound Planning is a modern investment management firm that delivers personalized wealth management solutions for entrepreneurs, professionals, retirees, and families. The company combines a world-class advisory team with innovative technology to provide comprehensive services, including financial planning, tax consulting, and asset management. With over $4 billion in assets under management, Compound Planning is known for its commitment to helping clients achieve their financial goals and navigate the complexities of wealth management. Their goal-oriented approach ensures tailored strategies that reflect individual needs and circumstances.

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